MS Flex Prices

• Client Management
• Up to 500 clients, unlimited policies and claims
• Email and SMS Generation and Logging
• Email Templates and Merge fields
• Encrypted documents 20 per client. Upload one at a time 
• Security - 10 user levels and 2FA. IP restrictions available
• Generate Pre Client Meeting Summary
• Includes 1 day consulting for one-off import from 1x legacy system e.g. Excel, Access
• Custom branding and on-line guide
• Regular imports from third-party Policies in Force etc.
• Custom Exports to Excel
• Sophisticated search and filters to find/manage clients and policies
• Reminders
• Central Files Repository
• Full Audit Trails
• Cloud Hosted
• Uptime Guarantee
• Flexible permission settings

Minimum £150 per month

"Designed for growing brokerages that need workflow automation, compliance visibility and operational control."

• All Basic plus...
• Up to 5,000 clients, unlimited policies and claims
• Workflow Events and Compliance features
• Full Audit Trails
• Form Designer for custom forms
• Unlimited Encrypted Document Repository. Multiple uploads. PDF and JPG (encrypted)
• English, Spanish, German, French emails
• Includes 2 days consulting for one-off import from 1x legacy system e.g. Excel, Access 

Minimum £350 per month

• All Professional plus...
• Unlimited clients, policies and claims
• Custom Reports
• Included 1 days development support every month for custom enhancements and integrations
• Includes 4 days consulting for one-off import from 1x legacy system e.g. Excel, Access
• Automated Renewal Processing 
• Built in speadsheet for what-if and custom reports, pivots and charts for sharing with team
• Online Computer Based Training
• Dedicated support

Minimum £1000 per month